See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,135 | $86,929+41.6% | $102,423+20.2% | $80,856+52.3% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 13.36% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,157 | $2,369-9.0% | $3,023-28.7% | $2,755-21.7% |
| Participant deferral / active EE | $6,271 | $4,118+52.3% | $5,053+24.1% | $4,296+46.0% |
| Admin fee / account holder | $25,127 | $8,049+212.2% | $9,451+165.9% | $6,918+263.2% |